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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,269 | $111,535+101.1% | $105,223+113.1% | $137,256+63.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 17.28% | 237.85%-220.6pp | 180.65%-163.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,400 | $3,939-39.1% | $3,689-34.9% | $4,156-42.3% |
| Participant deferral / active EE | $9,000 | $5,500+63.6% | $5,072+77.5% | $6,407+40.5% |
| Admin fee / account holder | $869 | $9,721-91.1% | $8,859-90.2% | $12,270-92.9% |